Podcast Episodes
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Pod: The bonds are watching
The full Monday note can always be found at www.blindsquirrelmacro.com
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1 year, 11 months ago
Pod: Red Markets in Red Wine
The full Monday note can always be found at www.blindsquirrelmacro.com
If you act on anything provided in this newsletter, you agree to the terms in t…
1 year, 11 months ago
Pod: Career Risk and Sirens' Songs
The full Monday note can always be found at www.blindsquirrelmacro.com
If you act on anything provided in this newsletter, you agree to the terms in t…
2 years ago
Pod: It 'AI'-n't Necessarily So!
The full Monday note can be found at www.blindsquirrelmacro.com
The Monday Note:
Show Note Visuals:
Remember in March when the obituaries were being wri…
2 years ago
Pod: Lurking in the Shadows
The full Monday note can be found at www.blindsquirrelmacro.com
The Monday Note:
Show Note Visuals:
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2 years ago
Pod: They think it's all over!
The full Monday note can be found at www.blindsquirrelmacro.com
The Monday Note:
Show Note Visuals:
SpotGamma note the vanna and charm effects of the in…
2 years ago
Pod: Crop Gear! (Oh, Deere!)
The Monday Note:
Show Note Visuals:
Agriculture’s share of developed economies has shrunk dramatically over that period.
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2 years, 1 month ago
Pod: Trending. The 🐿️ and the Turtle.
The Monday Note:
Show Note Visuals:
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2 years, 1 month ago
Pod: Losing My Religion
The Monday Note:
The Visuals:
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2 years, 1 month ago
Pod: Wheat Kings
The Monday Note:
The Visuals:
The 3 tables below are taken from the OECD and UN FAO’s Agricultural Outlook 2023-2032:
‘The Hip’
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2 years, 1 month ago